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Supreme Capital Group
Private Equity Funds

Chicago

New York
Philadelphia

Tampa

Creating Value by Restoring Human Dignity
Social Impact Investing

Industry Sectors

Investment Strategies

Competitive Advantage

Team Experience

Alignment of Interests

EXECUTIVE SUMMARY
•
•

Providing Jobs

•

experienced investment
professionals
demonstrating
excellence in . . .

Rebuilding Communities

•

SOCIAL
IMPACT
INVESTING

Creating Value

Restoring Human Dignity
•
•

Energy Management

•

Environmental Remediation

•

investing in companies
pursuing exciting new
developments in the
fields of . . .

Food Processing

•

INDUSTRY
SECTORS

Manufacturing Technology

Health Care

•

Education Delivery Systems

•

Real Estate Development
•
•

Special Situations

•

Value-Added

•

achieving competitive
returns by employing
these proven strategies. . .

Growth/Buyout

•

INVESTMENT
STRATEGIES

Venture Capital

Opportunistic
•
•

providing consistently
strong results through
our . . .

Research

•

COMPETITIVE
ADVANTAGE

Relationships
Risk Management
Team

Avg yrs exp

Executives
Research

20

Advisory Board

24

Average

executives, staff, &
senior advisors average
23 years in the industry

21

Operations

TEAM
EXPERIENCE

27

23
•
•

Company Management

•

forming strong, lasting
partnerships with . . .

Fiduciaries

•

ALIGNMENT
OF INTERESTS

Institutional Investors

Community Leaders
Market Insights
Emerging Markets Approach
Investment Criteria

INVESTMENT PHILOSOPHY
•

•

In the aftershock of the
Great Recession, the
dominant themes in the
U.S. economy are. . .

U.S. labor market has
become less competitive

•

MARKET
INSIGHTS

Mass de-leveraging
among consumer &
business sectors

Environmental impacts of
carbon emissions and
energy resources are
major concerns
Compelling evidence
suggests that emerging
markets private equity:
•
•

EMERGING
MARKETS
APPROACH
Many devastated
American communities
have become the new
“emerging” markets. . .

Outperforms developed
market private equity;
Has broader scope; and

•

Is less risky than
conventional wisdom
would suggest.
•

•

From our proprietary
network of deal sources,
we are constantly
searching for scalable,
repeatable business
models that have. . .

Revenue growth
potential;

•

INVESTMENT
CRITERIA

Solid value propositions
that solve meaningful
problems;

Cash flow; and

•

Sustainable performance
Fund Launch Timing

Other Opportunities

Areas of Interest

Deal Pipeline

MARKET OPPORTUNITIES
•

•

FUND
LAUNCH
TIMING
To date, U.S. public
schools, economic
growth, and equal rights
have failed to overcome
class, race, and gender
inequalities, so it is
imperative to start raising
living standards today
because. . .

½ of the nation’s recent
college graduates work in
jobs that don't require a
degree;
69% of U.S. adults are
overweight;

•

23 million Americans are
dependent on some mindor mood-altering substance
AREAS OF INTEREST

Manufacturing
Food Processing

Energy
Energy Mgmt
Systems

Technology
Software
Development

Apparel Mfg
3D Printing
Robotics

Renewable
Energy

Artificial
Intelligence

Environmental
Remediation

Education
Delivery Systems

Health Care
Wellness Mgmt
Health Care
Delivery Systems

Real Estate
Multi-Family
Residential
Retail/
Commercial

Substance
Abuse
Treatment

Leisure/
Hospitality
•

•

Despite strong growth in
recent years, overall
penetration of private equity
in what can be described as
"emerging markets" in the U.S.
remains low relative to
developed markets . . .

EB-5 visas may be set aside for
non-U.S. investors in our funds;
and

•

OTHER
OPPORTUNITIES

Qualified low-income
community investments
(QLICI’s) make our U.S. investors
eligible to receive New Market
Tax Credits (NMTC);

A technical assistance (TA)
facility is used to pay a 3d party
to measure and validate the
social impacts achieved by our
investments.
Ancient Bakers, Inc.
Boston, MA
Manufacturers of healthy, organic snack foods for schools,
hospitals, and other institutions

Florida Citrus Groves, Inc.
Wauchula, FL
440-acre citrus grove producing oranges for Tropicana orange
juice

Maverick Sports & Entertainment, Inc.
Tampa, FL
Developer of 400-acre youth sports/hotel/retail complexes in
Tampa & Allentown, NJ

Wyndham Camden-Waterfront
Camden, NJ
300-room hotel & conference center in downtown Camden, NJ
near Rutgers Univ. Medical School

DEAL PIPELINE
We are currently
warehousing the
following investments in
anticipation of our initial
closing in July, 2014. . .

In-Tech Ventures, Inc.
Tampa, FL
Cutting edge SaaS software development

Corporate IslandWear, Inc.
New York, NY
Designer & manufacturer of fashion apparel and corporate
business uniforms

Franklin Village Townhomes
Philadelphia, PA
200-unit townhouse/retail development
Deal Sourcing

Operations

Research & Due Diligence

Risk Management

Value Creation

Exit Strategies

INVESTMENT PROCESS
•
•

Intermediaries

•

Our investment advisors are
skilled at finding attractive
investment opportunities and
generating great deal flow
from our network of . .

Private databases

•

DEAL
SOURCING

Industry relationships

Past investors
•

•

RESEARCH
&
DUE
DILIGENCE
Our operational,
financial, and tax due
diligence is among the
finest in the industry . . .

Our teams work to uncover
any "fatal flaws" in a potential
investment or business plan
before we invest; and
We understand the
relationship between the
required skill set for successful
emerging market projects,
company managers, and the
drivers of returns for the funds.
Our analysts form an
investment thesis that
focuses on:
•

•

VALUE
CREATION
We create economic value,
by creating real and
sustainable productivity
improvements at our
portfolio companies and
properties. . . .

Improving profitability; and

Increasing capital
efficiency
•

•

OPERATIONS
We monitor our investments
with an on-line solution that
allows our managers and
analysts to understand what
is really happening at their
portfolio companies in real
time. . .

Our operations teams
establish challenging
performance targets for
existing or new
management; and
We pursue follow-on
investments to facilitate
further growth.
•

•

Our approach to risk
management starts with a well
thought-out process that
includes setting policies and risk
tolerances, identifying and
measuring risk, collecting the
proper data, and adjusting risk
levels. . .

Our compensation is
significantly incentivebased; and

•

RISK
MANAGEMENT

Emerging market company
characteristics require more
unconventional risk
management procedures;

We have worked hard to
establish good reputations
and to maintain them, we
must show good
performance in our funds.
•
•

Initial Public Offerings

•

Leveraged Buyouts

•

Our plan for an exit starts
during the initial
investment stage as we
negotiate the acquisition
of the portfolio company
or property. That way, we
can reasonably expect to
exit our investments at the
time and in the manner
we deem best through. . .

Strategic Sales

•

EXIT
STRATEGIES

3d Party Auctions

Dividend Recapitalizations

•

Special Situations
Executives
Advisory Board

KEY BIOGRAPHIES
Experience:
Mr. Elliott has 35 years experience in organizing,
planning and executing large-scale real estate
projects from conception through implementation.
He has demonstrated a deep understanding of
the global economy and current investment
climate, extensive hospitality industry knowledge,
and the ability to perform comprehensive financial
analyses of related business trends.

THOMAS
ELLIOTT
Managing Director
Chief Compliance Officer

A former real estate attorney and private equity
fund advisor who has coordinated economic
development activities for developers, faith-based
institutions, and other community development
organizations engaged in the development of
over $150 million hotels, multi-family residential,
elderly hi-rises, regional shopping malls, urban strip
centers, and low-rise office complexes.
Education:
JD, IIT-Kent College of Law, Chicago, IL;
MBA, Finance, Keller Grad. School of Mgmt
BS, Bus. Admin/Economics, Culver-Stockton
College, Canton, MO
Experience:
Mr. Leroys background includes extensive
experience as a management consultant for
several Fortune 500 companies in the financial
services, computing, and communication
industries. Over the past 17 years he has performed
these services for leaders in their respective
industries including: Emc Corp. (information
technology); Adventis Corp. (management
consulting); 3m Corp (manufacturing); Bellsouth
Wireless (telecommunications), and Reuters, Inc.
(news and information services).
Education:

JEAN
LEROY
VP, Corporate Division

MBA, Finance, DePaul University, Chicago, IL;
BSEET, Devry University, Chicago, IL
Experience:
Mr. Sawyer’s background includes 25 years
experience as an economic development and
management consultant for several government
agencies and other community development
organizations. He and his staff are primarily
responsible for sourcing and analyzing real estate
investment opportunities and providing
development services for the funds portfolio
properties.

Education:

CRAIG
SAWYER
VP, Real Estate Division

MBA, Finance, Rutgers University;
BS, Business Admin., Rider University
Experience:
Mr. Medellin has 20 years experience as an executive
recruiter and management consultant specializing in
outsourced human resources, staff augmentation,
recruitment process outsourcing, diversity recruitment &
consulting, human capital consulting, and workforce
management.
Education:
JD, Western New England College of Law, Springfield, MA
BS, Business Admin. Southern Illinois Univ., Carbondale, IL

GEORGE
MEDELLIN, III
Independent Advisor
Executive Recruitment
CEO, Medellin & Associates
Chicago, IL
Experience:
Mr. Carson is an expert in financing all real estate property
types, with 22 years experience in securing funding for
multifamily, mixed use, retail, and medical/medical office
properties. He has developed a niche in large-scale
townhouse, coop, and condominium lending and has
structured deals on transactions with loan amounts up to $5
million. Shawn also has significant experience in securing
capital for hospitality property ventures as well as working with
top hotel management companies, developers, REITS, and
hospitality-focused private equity funds from around the
United States.
Education:

SHAWN
CARSON
Independent Advisor
Real Estate Finance
Sr. Mortgage Loan Officer
Quontic Bank
Brooklyn, NY

MBA, Finance, University of Rochester, NY;
BA, Sociology, State University of New York (SUNY)-Oswego
Experience:
Mr. McFerren has 34 years experience as a leading
expert on logistics and supply chain management for
several major product manufacturers and
transportation companies like Soft Sheen Products,
Quaker Oats, Burlington Northern, and United Airlines.

Education:
BS, Bus. Admin., Chicago State University, Chicago, IL

CARL
MCFERREN
Independent Advisor
Logistics/Supply Chain Mgmt.
CEO, Aerospace
Management Systems, LLC
Chicago, IL
Experience:
Dr. Foston has over 40 years experience as an
esteemed physician and health care administrator
at several health clinics and hospitals throughout
the southeastern U.S.
Education:
MD, Meharry Medical College, Nashville, TN
BS, Pre Med, Austin Peay University, Clarksville, TN

DR. WILL
FOSTON, MD
Independent Advisor
Health Care
Physician, General Surgeon
Huntingdon, TN
Experience:
Mr. Kucera has 24 years experience in hospitality
management, including corporate and property level
expertise in full service, extended stay, limited service
and independent hotel management, corporate
branding, expansion and training, capital planning,
market development and information technology
selection and implementation.

MARK
KUCERA
Independent Advisor
Leisure/Hospitality
President, COO
Presidian Hotels
San Antonio, TX

Mr. Kucera has served as Regional Director of
Operations - Midwest Region for Flagstone Hotels and
was responsible for Operations, Guest Satisfaction,
Finance, and Marketing at a 14-hotel portfolio. A
member of the Flagstone Executive Management
Committee, he was also the corporate representative
for all Intercontinental Hotel Group properties
operated by Flagstone, and a member of the IAHI
Central Regional Committee.
Education:
BS, Hospitality Management, the Ohio State University,
Columbus, OH
Experience:
Mr. Adhia has 25 years experience as a Certified
Public Accountant and investment fund manager
for Avatar Insurance Co., WellSouth HMO, and the
Florida Dept of Insurance.
Education:
MBA, Finance, Univ. of South Florida, Tampa, FL
BS Accounting, University of South Florida;

HITESH
ADHIA
Independent Advisor
Risk Management
CEO, Avatar Property &
Casualty Insurance Co.
Tampa, FL
Experience:
Mr. Maloy 35 has years experience as leading
expert and respected author on the subjects of
teacher education, curriculum development, and
school reform.
Education:
EdD, Boston University
MA, Education, Univ. of Mass-Amherst
BA, Education, Univ. of Mass-Amherst

ROBERT
MALOY
Independent Advisor
Education
Sr. Lecturer
Univ. of Massachusetts
Amherst, MA
Fund Terms
Past Performance
Risk Exposures

APPENDIX
Fund Size:

Target
Minimum
Maximum/Cap
GP Commitment

$200,000,000
50,000,000
none
3,000,000

FUND
TERMS
The key terms of our U.S.
Social Impact Fund, LP
are . . .

2.5
2.0

Extension
Fund Term(yrs):

Investment Period
Follow-On

Mgmt Fees (%):

2.0

Investment Period

10

Follow-On
Remainder

6

Extension
Misc. Terms:

3
3

Hurdle Rate(%)

8

Carried Interest (%)

10

Catch-Up(%)

50

Carry Escrow(%)

15
PAST PERFORMANCE*
Company/Project

Bench
Mark***

Sector

Cash Out

Cash In

IRR(%)

Exit

St Stephens Sr. Apts

R/E

3,500,000

6,000,000

19.68

LBO

Tabernacle Baptist Sr. Apts

R/E

3,500,000

6,200,000

15.37

LBO

East End Apartments

R/E

450,000

1,200,000

63.30

3d Party Sale

Governors Pointe Estates

R/E

10,000,000

9,000,000

(3.45)

LBO

Wyndham Hotel **

R/E

2,450,000

-0-

(100.00)

**

Homewood Suites Hotel

R/E

6,800,000

11,000,000

27.19

3d Party Sale

Holiday Inn Express Hotel

R/E

7,000,000

11,000,000

25.36

3d Party Sale

Supreme Realty Investments, Inc.

R/E

36,000

3,000,000

173.24

3d Party Sale

Mfg

290,000

350,000

41.38

3d Party Sale

Con

450,000

1,000,000

244.44

LBO

Multi-Family (>20 units):

Hotels/Other Real Estate:

Food Processing:
Baldwin Ice Cream, Inc.
Construction:

Bonaparte Cable & Wire, Inc.
Weighted Average IRR

18.96

7.88

*
Performance of combined predecessor funds during the 20-year period from 1988-2008
** Project abandoned during 2008 collapse of the global financial markets
*** Cambridge & Associates Global ex U.S. Emerging Markets Private Equity & Venture Capital Index-20 year IRR
•

•

RISK
EXPOSURES
Many investment risks exist,
ranging from market,
credit, and liquidity risks to
settlement, regulatory,
legal, accounting, and tax
risks. To mitigate, . . .

The Fund expects to be diversified
and balanced across a mix of
asset types operating within
several different business sectors;
Our investment teams track
record of investing and
entrepreneurial experience will
provide guidance to portfolio
company management while
keeping the business on track to
achieve business milestones; and

•

Our investment committee keeps
an eye on the portfolio and
selects the most appropriate
timing and mode of exit.
Cautionary Statement
This Presentation is for informational purposes only and does not
constitute an offer to sell the units of Supreme Capital Group, LP(the
“Fund”) or an offer to participate in any of the funds proposed to be
sponsored by it. This information profile has been provided to its
recipient upon the express understanding that the information
contained herein, or made available in connection with any further
investigation, is strictly confidential and is intended for the exclusive
use of its recipient. It shall not be photocopied, reproduced or
distributed to others at any time.
This document is neither a prospectus nor an invitation to subscribe to
the units of the Fund. Nothing in this document is intended to
constitute legal, tax, securities or investment advice, or opinion
regarding the appropriateness of any investment, or a solicitation for
any product or service. The information herein is subject to change
without notice.

CONTACT
Thomas Elliott, Managing Director
Supreme Advisory Group, Inc.
112 W. 34th St. – 17th Fl.
New York, NY 10120
(212) 537-5071
admin@supremeadvisorygroup.com
www.supremeadvisorygroup.com

Statements in this Presentation describing the Funds objectives,
projections, estimates, expectations, or predictions may be “forward
looking statements” within the meaning of the applicable securities
laws and regulations. Actual results could differ materially from those
expressed or implied in this Presentation. Important factors that could
make a difference to the Fund’s operations include global demandsupply conditions, finished goods prices, cyclical demand, pricing in
the Fund’s portfolio companies’ or properties’ principal markets,
changes in government regulations, tax regimes, economic
developments within the United States and the countries within which
the portfolio companies conduct business and other factors such as
litigation and labor negotiations.
The information, including facts and figures have been derived from
public sources and should be relied upon by the reader at his or her
own risk and the Fund, its directors or officers assume no responsibility,
expressed or implied, for the completeness or accuracy of the
information contained or views expressed herein or for any direct or
consequential loss arising from any use of this publication or its
contents.

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Supreme Capital Group-Private Equity Funds Pitchbook

  • 1. Supreme Capital Group Private Equity Funds Chicago New York Philadelphia Tampa Creating Value by Restoring Human Dignity
  • 2. Social Impact Investing Industry Sectors Investment Strategies Competitive Advantage Team Experience Alignment of Interests EXECUTIVE SUMMARY
  • 3. • • Providing Jobs • experienced investment professionals demonstrating excellence in . . . Rebuilding Communities • SOCIAL IMPACT INVESTING Creating Value Restoring Human Dignity
  • 4. • • Energy Management • Environmental Remediation • investing in companies pursuing exciting new developments in the fields of . . . Food Processing • INDUSTRY SECTORS Manufacturing Technology Health Care • Education Delivery Systems • Real Estate Development
  • 5. • • Special Situations • Value-Added • achieving competitive returns by employing these proven strategies. . . Growth/Buyout • INVESTMENT STRATEGIES Venture Capital Opportunistic
  • 6. • • providing consistently strong results through our . . . Research • COMPETITIVE ADVANTAGE Relationships Risk Management
  • 7. Team Avg yrs exp Executives Research 20 Advisory Board 24 Average executives, staff, & senior advisors average 23 years in the industry 21 Operations TEAM EXPERIENCE 27 23
  • 8. • • Company Management • forming strong, lasting partnerships with . . . Fiduciaries • ALIGNMENT OF INTERESTS Institutional Investors Community Leaders
  • 9. Market Insights Emerging Markets Approach Investment Criteria INVESTMENT PHILOSOPHY
  • 10. • • In the aftershock of the Great Recession, the dominant themes in the U.S. economy are. . . U.S. labor market has become less competitive • MARKET INSIGHTS Mass de-leveraging among consumer & business sectors Environmental impacts of carbon emissions and energy resources are major concerns
  • 11. Compelling evidence suggests that emerging markets private equity: • • EMERGING MARKETS APPROACH Many devastated American communities have become the new “emerging” markets. . . Outperforms developed market private equity; Has broader scope; and • Is less risky than conventional wisdom would suggest.
  • 12. • • From our proprietary network of deal sources, we are constantly searching for scalable, repeatable business models that have. . . Revenue growth potential; • INVESTMENT CRITERIA Solid value propositions that solve meaningful problems; Cash flow; and • Sustainable performance
  • 13. Fund Launch Timing Other Opportunities Areas of Interest Deal Pipeline MARKET OPPORTUNITIES
  • 14. • • FUND LAUNCH TIMING To date, U.S. public schools, economic growth, and equal rights have failed to overcome class, race, and gender inequalities, so it is imperative to start raising living standards today because. . . ½ of the nation’s recent college graduates work in jobs that don't require a degree; 69% of U.S. adults are overweight; • 23 million Americans are dependent on some mindor mood-altering substance
  • 15. AREAS OF INTEREST Manufacturing Food Processing Energy Energy Mgmt Systems Technology Software Development Apparel Mfg 3D Printing Robotics Renewable Energy Artificial Intelligence Environmental Remediation Education Delivery Systems Health Care Wellness Mgmt Health Care Delivery Systems Real Estate Multi-Family Residential Retail/ Commercial Substance Abuse Treatment Leisure/ Hospitality
  • 16. • • Despite strong growth in recent years, overall penetration of private equity in what can be described as "emerging markets" in the U.S. remains low relative to developed markets . . . EB-5 visas may be set aside for non-U.S. investors in our funds; and • OTHER OPPORTUNITIES Qualified low-income community investments (QLICI’s) make our U.S. investors eligible to receive New Market Tax Credits (NMTC); A technical assistance (TA) facility is used to pay a 3d party to measure and validate the social impacts achieved by our investments.
  • 17. Ancient Bakers, Inc. Boston, MA Manufacturers of healthy, organic snack foods for schools, hospitals, and other institutions Florida Citrus Groves, Inc. Wauchula, FL 440-acre citrus grove producing oranges for Tropicana orange juice Maverick Sports & Entertainment, Inc. Tampa, FL Developer of 400-acre youth sports/hotel/retail complexes in Tampa & Allentown, NJ Wyndham Camden-Waterfront Camden, NJ 300-room hotel & conference center in downtown Camden, NJ near Rutgers Univ. Medical School DEAL PIPELINE We are currently warehousing the following investments in anticipation of our initial closing in July, 2014. . . In-Tech Ventures, Inc. Tampa, FL Cutting edge SaaS software development Corporate IslandWear, Inc. New York, NY Designer & manufacturer of fashion apparel and corporate business uniforms Franklin Village Townhomes Philadelphia, PA 200-unit townhouse/retail development
  • 18. Deal Sourcing Operations Research & Due Diligence Risk Management Value Creation Exit Strategies INVESTMENT PROCESS
  • 19. • • Intermediaries • Our investment advisors are skilled at finding attractive investment opportunities and generating great deal flow from our network of . . Private databases • DEAL SOURCING Industry relationships Past investors
  • 20. • • RESEARCH & DUE DILIGENCE Our operational, financial, and tax due diligence is among the finest in the industry . . . Our teams work to uncover any "fatal flaws" in a potential investment or business plan before we invest; and We understand the relationship between the required skill set for successful emerging market projects, company managers, and the drivers of returns for the funds.
  • 21. Our analysts form an investment thesis that focuses on: • • VALUE CREATION We create economic value, by creating real and sustainable productivity improvements at our portfolio companies and properties. . . . Improving profitability; and Increasing capital efficiency
  • 22. • • OPERATIONS We monitor our investments with an on-line solution that allows our managers and analysts to understand what is really happening at their portfolio companies in real time. . . Our operations teams establish challenging performance targets for existing or new management; and We pursue follow-on investments to facilitate further growth.
  • 23. • • Our approach to risk management starts with a well thought-out process that includes setting policies and risk tolerances, identifying and measuring risk, collecting the proper data, and adjusting risk levels. . . Our compensation is significantly incentivebased; and • RISK MANAGEMENT Emerging market company characteristics require more unconventional risk management procedures; We have worked hard to establish good reputations and to maintain them, we must show good performance in our funds.
  • 24. • • Initial Public Offerings • Leveraged Buyouts • Our plan for an exit starts during the initial investment stage as we negotiate the acquisition of the portfolio company or property. That way, we can reasonably expect to exit our investments at the time and in the manner we deem best through. . . Strategic Sales • EXIT STRATEGIES 3d Party Auctions Dividend Recapitalizations • Special Situations
  • 26. Experience: Mr. Elliott has 35 years experience in organizing, planning and executing large-scale real estate projects from conception through implementation. He has demonstrated a deep understanding of the global economy and current investment climate, extensive hospitality industry knowledge, and the ability to perform comprehensive financial analyses of related business trends. THOMAS ELLIOTT Managing Director Chief Compliance Officer A former real estate attorney and private equity fund advisor who has coordinated economic development activities for developers, faith-based institutions, and other community development organizations engaged in the development of over $150 million hotels, multi-family residential, elderly hi-rises, regional shopping malls, urban strip centers, and low-rise office complexes. Education: JD, IIT-Kent College of Law, Chicago, IL; MBA, Finance, Keller Grad. School of Mgmt BS, Bus. Admin/Economics, Culver-Stockton College, Canton, MO
  • 27. Experience: Mr. Leroys background includes extensive experience as a management consultant for several Fortune 500 companies in the financial services, computing, and communication industries. Over the past 17 years he has performed these services for leaders in their respective industries including: Emc Corp. (information technology); Adventis Corp. (management consulting); 3m Corp (manufacturing); Bellsouth Wireless (telecommunications), and Reuters, Inc. (news and information services). Education: JEAN LEROY VP, Corporate Division MBA, Finance, DePaul University, Chicago, IL; BSEET, Devry University, Chicago, IL
  • 28. Experience: Mr. Sawyer’s background includes 25 years experience as an economic development and management consultant for several government agencies and other community development organizations. He and his staff are primarily responsible for sourcing and analyzing real estate investment opportunities and providing development services for the funds portfolio properties. Education: CRAIG SAWYER VP, Real Estate Division MBA, Finance, Rutgers University; BS, Business Admin., Rider University
  • 29. Experience: Mr. Medellin has 20 years experience as an executive recruiter and management consultant specializing in outsourced human resources, staff augmentation, recruitment process outsourcing, diversity recruitment & consulting, human capital consulting, and workforce management. Education: JD, Western New England College of Law, Springfield, MA BS, Business Admin. Southern Illinois Univ., Carbondale, IL GEORGE MEDELLIN, III Independent Advisor Executive Recruitment CEO, Medellin & Associates Chicago, IL
  • 30. Experience: Mr. Carson is an expert in financing all real estate property types, with 22 years experience in securing funding for multifamily, mixed use, retail, and medical/medical office properties. He has developed a niche in large-scale townhouse, coop, and condominium lending and has structured deals on transactions with loan amounts up to $5 million. Shawn also has significant experience in securing capital for hospitality property ventures as well as working with top hotel management companies, developers, REITS, and hospitality-focused private equity funds from around the United States. Education: SHAWN CARSON Independent Advisor Real Estate Finance Sr. Mortgage Loan Officer Quontic Bank Brooklyn, NY MBA, Finance, University of Rochester, NY; BA, Sociology, State University of New York (SUNY)-Oswego
  • 31. Experience: Mr. McFerren has 34 years experience as a leading expert on logistics and supply chain management for several major product manufacturers and transportation companies like Soft Sheen Products, Quaker Oats, Burlington Northern, and United Airlines. Education: BS, Bus. Admin., Chicago State University, Chicago, IL CARL MCFERREN Independent Advisor Logistics/Supply Chain Mgmt. CEO, Aerospace Management Systems, LLC Chicago, IL
  • 32. Experience: Dr. Foston has over 40 years experience as an esteemed physician and health care administrator at several health clinics and hospitals throughout the southeastern U.S. Education: MD, Meharry Medical College, Nashville, TN BS, Pre Med, Austin Peay University, Clarksville, TN DR. WILL FOSTON, MD Independent Advisor Health Care Physician, General Surgeon Huntingdon, TN
  • 33. Experience: Mr. Kucera has 24 years experience in hospitality management, including corporate and property level expertise in full service, extended stay, limited service and independent hotel management, corporate branding, expansion and training, capital planning, market development and information technology selection and implementation. MARK KUCERA Independent Advisor Leisure/Hospitality President, COO Presidian Hotels San Antonio, TX Mr. Kucera has served as Regional Director of Operations - Midwest Region for Flagstone Hotels and was responsible for Operations, Guest Satisfaction, Finance, and Marketing at a 14-hotel portfolio. A member of the Flagstone Executive Management Committee, he was also the corporate representative for all Intercontinental Hotel Group properties operated by Flagstone, and a member of the IAHI Central Regional Committee. Education: BS, Hospitality Management, the Ohio State University, Columbus, OH
  • 34. Experience: Mr. Adhia has 25 years experience as a Certified Public Accountant and investment fund manager for Avatar Insurance Co., WellSouth HMO, and the Florida Dept of Insurance. Education: MBA, Finance, Univ. of South Florida, Tampa, FL BS Accounting, University of South Florida; HITESH ADHIA Independent Advisor Risk Management CEO, Avatar Property & Casualty Insurance Co. Tampa, FL
  • 35. Experience: Mr. Maloy 35 has years experience as leading expert and respected author on the subjects of teacher education, curriculum development, and school reform. Education: EdD, Boston University MA, Education, Univ. of Mass-Amherst BA, Education, Univ. of Mass-Amherst ROBERT MALOY Independent Advisor Education Sr. Lecturer Univ. of Massachusetts Amherst, MA
  • 36. Fund Terms Past Performance Risk Exposures APPENDIX
  • 37. Fund Size: Target Minimum Maximum/Cap GP Commitment $200,000,000 50,000,000 none 3,000,000 FUND TERMS The key terms of our U.S. Social Impact Fund, LP are . . . 2.5 2.0 Extension Fund Term(yrs): Investment Period Follow-On Mgmt Fees (%): 2.0 Investment Period 10 Follow-On Remainder 6 Extension Misc. Terms: 3 3 Hurdle Rate(%) 8 Carried Interest (%) 10 Catch-Up(%) 50 Carry Escrow(%) 15
  • 38. PAST PERFORMANCE* Company/Project Bench Mark*** Sector Cash Out Cash In IRR(%) Exit St Stephens Sr. Apts R/E 3,500,000 6,000,000 19.68 LBO Tabernacle Baptist Sr. Apts R/E 3,500,000 6,200,000 15.37 LBO East End Apartments R/E 450,000 1,200,000 63.30 3d Party Sale Governors Pointe Estates R/E 10,000,000 9,000,000 (3.45) LBO Wyndham Hotel ** R/E 2,450,000 -0- (100.00) ** Homewood Suites Hotel R/E 6,800,000 11,000,000 27.19 3d Party Sale Holiday Inn Express Hotel R/E 7,000,000 11,000,000 25.36 3d Party Sale Supreme Realty Investments, Inc. R/E 36,000 3,000,000 173.24 3d Party Sale Mfg 290,000 350,000 41.38 3d Party Sale Con 450,000 1,000,000 244.44 LBO Multi-Family (>20 units): Hotels/Other Real Estate: Food Processing: Baldwin Ice Cream, Inc. Construction: Bonaparte Cable & Wire, Inc. Weighted Average IRR 18.96 7.88 * Performance of combined predecessor funds during the 20-year period from 1988-2008 ** Project abandoned during 2008 collapse of the global financial markets *** Cambridge & Associates Global ex U.S. Emerging Markets Private Equity & Venture Capital Index-20 year IRR
  • 39. • • RISK EXPOSURES Many investment risks exist, ranging from market, credit, and liquidity risks to settlement, regulatory, legal, accounting, and tax risks. To mitigate, . . . The Fund expects to be diversified and balanced across a mix of asset types operating within several different business sectors; Our investment teams track record of investing and entrepreneurial experience will provide guidance to portfolio company management while keeping the business on track to achieve business milestones; and • Our investment committee keeps an eye on the portfolio and selects the most appropriate timing and mode of exit.
  • 40. Cautionary Statement This Presentation is for informational purposes only and does not constitute an offer to sell the units of Supreme Capital Group, LP(the “Fund”) or an offer to participate in any of the funds proposed to be sponsored by it. This information profile has been provided to its recipient upon the express understanding that the information contained herein, or made available in connection with any further investigation, is strictly confidential and is intended for the exclusive use of its recipient. It shall not be photocopied, reproduced or distributed to others at any time. This document is neither a prospectus nor an invitation to subscribe to the units of the Fund. Nothing in this document is intended to constitute legal, tax, securities or investment advice, or opinion regarding the appropriateness of any investment, or a solicitation for any product or service. The information herein is subject to change without notice. CONTACT Thomas Elliott, Managing Director Supreme Advisory Group, Inc. 112 W. 34th St. – 17th Fl. New York, NY 10120 (212) 537-5071 admin@supremeadvisorygroup.com www.supremeadvisorygroup.com Statements in this Presentation describing the Funds objectives, projections, estimates, expectations, or predictions may be “forward looking statements” within the meaning of the applicable securities laws and regulations. Actual results could differ materially from those expressed or implied in this Presentation. Important factors that could make a difference to the Fund’s operations include global demandsupply conditions, finished goods prices, cyclical demand, pricing in the Fund’s portfolio companies’ or properties’ principal markets, changes in government regulations, tax regimes, economic developments within the United States and the countries within which the portfolio companies conduct business and other factors such as litigation and labor negotiations. The information, including facts and figures have been derived from public sources and should be relied upon by the reader at his or her own risk and the Fund, its directors or officers assume no responsibility, expressed or implied, for the completeness or accuracy of the information contained or views expressed herein or for any direct or consequential loss arising from any use of this publication or its contents.